The Morning Filter 5 Stocks to Buy Before the Market Rally Stalls
Oct 20, 2025
Dive into the week’s financial landscape as market experts discuss expectations for the upcoming CPI report and its implications for Fed rate decisions. Key earnings from Tesla and Netflix are scrutinized, highlighting potential growth slowdowns. The duo tackles regional banks facing loan crises while debating the attractiveness of tech stocks like Taiwan Semiconductor and Salesforce. Plus, insights on undervalued stocks and strategic buys before the anticipated market stall keep listeners informed and engaged.
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TSM Rally Leaves Little Margin
- Taiwan Semiconductor beat and raised guidance but the stock's big rally left it trading at roughly fair value.
- Dave suggests there's no clear buying opportunity after a rapid run-up since September.
ASML Is Priced For Growth; Wait For Pullbacks
- ASML remains volatile and largely fully valued after its raise; use pullbacks to manage exposure.
- Dave notes ASML trades at high multiples (34x 2026) so he keeps it on a watch list rather than buying now.
Salesforce Is A Rare Undervalued AI Play
- Salesforce raised long-term revenue targets tied to AI, and Morningstar sees potential upside if management's plan materializes.
- The stock is a rare undervalued large-cap tech pick with a 25% discount and four-star rating.